About Schroders
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Our corporate purpose is to invest actively and responsibly to create better futures for our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £746.3 billion (€849.3 billion/US$922.7 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,119 people across 38 locations across Europe, the Americas, Asia and the Middle East who focus on doing just this.
We are a global business which is managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
*as at 31 March 2023
Job Summary
The key responsibility of this role is to support cross-border China Business team to develop new institutional business and well maintain existing client relationships. This person will engage in coordinating sales activities and marketing events, which help promote Schroders brand and investment capabilities. This person will coordinate the pitching proposals and client take-on, including RFPs, presentations, legal document negotiations, etc., with the guidance of sales managers and client servicing managers.
Key Responsibilities
Sales Support
- To prepare sales proposals and client meeting materials by liaising and coordinating with internal parties, such as the RFP team, Investment team, Compliance, and other relevant teams.
- To facilitate business activities, including roadshows by investment teams, client seminars, conferences, etc.
- To take quality meeting notes for internal and external meetings.
- To liaise with Marketing Team for marketing events to promote our company profile.
- To accumulate knowledge, improve understanding of the financial markets and Schroders’ offerings, and interpret/explain to the client where needed.
Client Services
- To coordinate client onboarding, including agreement negotiation, discussion with custodians and clients, internal operational setups, etc.
- To respond to client requests in a timely and comprehensive manner regarding the company, customized solutions, funds, markets, etc.
For more details and/or to apply, go here:
https://schroders.referrals.selectminds.com/careers/jobs/client-analyst-china-business-7423
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